Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49626.72 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45565.51 Kr¶
PnL: ---------------------------------------> 509.51 Kr¶
DD now: ---------------------------------> -6.577 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 15:40:46.593996'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.660000 | 1671.840000 | 202.840000 | 13.810000 | 1468.999998 |
| Sedana Medical | 93 | 4.420000 | 2682.120000 | 161.120000 | 6.390000 | 2521.000011 |
| Orrön Energy | 180 | 5.380000 | 2167.200000 | 124.200000 | 6.080000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.410000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| Sagax A | 4 | 5.120000 | 904.000000 | 50.000000 | 5.850000 | 854.000000 |
| JM | 6 | 3.900000 | 912.000000 | 48.000000 | 5.560000 | 864.000000 |
| Catena | 2 | 4.330000 | 838.000000 | 46.000000 | 5.810000 | 792.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| Hexatronic Group | 12 | 3.500000 | 1002.000000 | 35.000000 | 3.620000 | 966.999996 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| BioGaia B | 8 | 2.050000 | 953.600000 | 23.600000 | 2.540000 | 930.000000 |
| Bilia A | 8 | 1.780000 | 916.000000 | 16.000000 | 1.780000 | 900.000000 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Biotage | 7 | 1.110000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| VEF | 909 | 2.400000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| Clas Ohlson B | 12 | 0.740000 | 981.600000 | 8.600000 | 0.880000 | 972.999996 |
| Byggmax Group | 33 | 0.970000 | 962.280000 | 6.280000 | 0.660000 | 956.000001 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| EQT | 4 | 0.820000 | 834.800000 | 2.800000 | 0.340000 | 832.000000 |
| AcadeMedia | 8 | 0.200000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.080000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.590000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Addnode Group B | 11 | 0.180000 | 903.100000 | -17.900000 | -1.940000 | 921.000003 |
| SKF B | 5 | -1.740000 | 915.750000 | -24.250000 | -2.580000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Indutrade | 5 | 2.020000 | 1184.500000 | -33.500000 | -2.750000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Latour B | 4 | 0.100000 | 818.800000 | -38.200000 | -4.460000 | 857.000000 |
| Hexagon B | 26 | 0.880000 | 3420.300000 | -40.700000 | -1.180000 | 3461.000010 |
| Bufab | 3 | -0.680000 | 1045.800000 | -63.200000 | -5.700000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 2.150000 | 1384.190000 | -74.810000 | -5.130000 | 1458.999989 |
| TOTAL | 45565.510000 | 509.510000 | -6.57682% | 45056.000411 |
Updated:¶
'2023-07-04 15:41:04.013592'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
